| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,001.
27 Rahling Circle, Suite B, Little Rock, AR, 72223
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Calvin is an insurance producer with McKellar & Co, an investment-related business. This activity takes nearly full-time hours.